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McDonald's

2,507 hedge funds and large institutions have $122B invested in McDonald's in 2021 Q3 according to their latest regulatory filings, with 125 funds opening new positions, 1,098 increasing their positions, 867 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,507
Holders Change
-10
Holders Change %
-0.4%
% of All Funds
44.03%
Holding in Top 10
61
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+19.61%
% of All Funds
1.07%
New
125
Increased
1,098
Reduced
867
Closed
99
Calls
$1.85B
Puts
$2.05B
Net Calls
-$203M
Net Calls Change
-$320M
Name Holding Trade Value Shares
Change
Shares
Change %
BIA
2026
Bigelow Investment Advisors
Maine
$379K +$19.5K +81 +5%
JBA
2027
Johnson Bixby & Associates
Washington
$378K
TCBWMS
2028
Texas Capital Bank Wealth Management Services
Texas
$378K
GHAM
2029
Gilman Hill Asset Management
Connecticut
$376K
BWM
2030
BCGM Wealth Management
Indiana
$376K
UF
2031
Univest Financial
Pennsylvania
$375K -$8.67K -36 -2%
FNBSF
2032
First National Bank Sioux Falls
South Dakota
$375K
JHP
2033
James Hambro & Partners
United Kingdom
$375K
PCM
2034
Princeton Capital Management
New Jersey
$374K -$1.69K -7 -0.4%
LC
2035
Lindbrook Capital
California
$374K +$5.07K +21 +1%
JAM
2036
Jupiter Asset Management
United Kingdom
$373K -$50.2K -208 -12%
CWM
2037
Cabot Wealth Management
Massachusetts
$373K
BAMF
2038
BI Asset Management Fondsmaeglerselskab
Denmark
$373K
CGH
2039
CMG Global Holdings
Texas
$373K +$1.69K +7 +0.5%
SBWIC
2040
Schaper Benz & Wise Investment Counsel
Wisconsin
$373K +$145K +601 +64%
CWG
2041
Cornerstone Wealth Group
North Carolina
$372K +$11.6K +48 +3%
DW
2042
Domani Wealth
Pennsylvania
$370K -$46.7K -194 -11%
TAM
2043
Trillium Asset Management
Massachusetts
$369K -$46K -191 -11%
WRM
2044
Weybosset Research & Management
Rhode Island
$369K -$43.4K -180 -11%
AAM
2045
Autus Asset Management
Arizona
$369K -$16.9K -70 -4%
PWA
2046
Physician Wealth Advisors
Utah
$369K +$484 +2 +0.1%
RQS
2047
Ramsey Quantitative Systems
Kentucky
$369K +$369K +1,530 New
VFM
2048
Vivid Financial Management
California
$367K
LSWM
2049
Lorne Steinberg Wealth Management
Canada
$367K
CAGAS
2050
Capital Advisory Group Advisory Services
Minnesota
$366K